Supply chain sources claim Samsung and Apple are eager to battle for market share Huawei may have given up in the premium phone space following trade tensions between the Chinese giant and the US.
Reported by the Taiwanese trade journal, DigiTimesSupply chain sources claim the race will have a significant impact on each of their respective production chains around the world.
Sources claim that competition for former Huawei customers outside of China is expected to intensify in 2021. The addition of WeChat to new iPhones also has an impact on whether Apple or Samsung will charge upfront.
It follows reports that WeChat may be banned from Apple̵
The news follows Huawei’s forced withdrawal from many international smartphone markets, with US sanctions denying access to key components and software like Google’s Android.
Should Samsung gain the upper hand, it will push the company’s mostly Korean supply chain to get more orders at the expense of Taiwanese and Chinese suppliers. The company’s foundry division is expected to receive more orders for mobile chips.
On the other hand, should Apple gain more of Huawei’s market share, there is consensus that Taiwanese and Chinese component markers will receive more orders.
Huawei consumer director Richard Yu has reiterated his commitment to the smartphone market. Announcing plans to deploy smartphones with its own Harmony operating system next year, after the mandatory separation from Android.
The beta version of Harmony OS will be available to Chinese app developers later this year. The final version is to be made available to other Chinese phone manufacturers (e.g. Oppo, Xiaomi and Vivo).
According to reports, Huawei has developed its own version of popular apps. A new ecosystem offers alternatives to platforms like Google Maps.
The company has continued to deny allegations that its software and services pose cybersecurity risks arising from ties with the Chinese government.
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